DealCloud Integration

High level workflow

Sync data from Anduin to DealCloud

When an order on Anduin FundSub reaches a specific state, such as “Submitted” or “Distributed,” the sync investor data flow is triggered. The detailed steps are as follows:

• Authentication: Anduin authenticates with DealCloud using the access token.
• Data Sync: Anduin creates or updates the corresponding record in DealCloud with the latest submitted data from investors.

Detailed Workflow

1. Order State Change: An order on Anduin FundSub reaches a predefined state (e.g., “Submitted” or “Distributed”).
2. Authentication Process: Anduin authenticates with DealCloud using the access token to establish a secure connection.
3. Data Retrieval: Anduin retrieves the latest investor data associated with the order.
4. Record Creation/Update: Anduin either creates a new record or updates an existing record in DealCloud with the retrieved investor data.

Use Cases

• Data Backup: Automatically backup investor data in DealCloud, ensuring a reliable and up-to-date copy is maintained.
• Record Updates: Keep DealCloud records (e.g., contact information, wire information) current by updating them with the latest information from completed orders in Anduin.

Create Anduin subscription using DealCloud data

Anduin leverages the DealCloud Publication API call to read into DealCloud object and trigger the order creation flow. The detailed steps are as follows:

1. Authentication: Anduin authenticates with DealCloud using the access token.
2. API Call: Anduin reads into the specified DealCloud object to decide the trigger initialization.
3. Data Retrieval: Anduin retrieves the relevant DealCloud record to populate data for the order creation.
4. Order Creation: Anduin creates an order in the target Fund environment:
   • Optional: Pre-fill the order with data from the DealCloud record.
   • Optional: Invite the investor to Anduin to complete the order.

Detailed Workflow

1. Initiation: Anduin read into the specified DealCloud and decide the trigger is fired.
2. Authentication Process: Anduin authenticates with DealCloud using the access token to establish a secure connection.
3. API Invocation: Anduin makes an API call to trigger the order creation flow.
4. Data Mapping: Anduin retrieves the DealCloud record specified in the API call to populate the order with relevant data.
5. Order Creation in Anduin:
   • Pre-fill Data (Optional): The order can be pre-filled with data from the DealCloud record, streamlining the process.
   • Investor Invitation (Optional): An invitation can be sent to the investor to complete the order on Anduin.

Use Cases

• Automatic Order Creation: Automatically create an order and invite investors to Anduin when an Opportunity or Fundraise Process is registered in DealCloud.
• Data Transfer: Push data from a Salesforce record to create an order on Anduin without requiring investor invitation (offline order creation).
• Pre-filled Orders: Utilize data stored in DealCloud records to pre-fill orders on Anduin, reducing manual data entry and enhancing accuracy.